Data Solutions Consultant

Overview

As a Senior Data Solutions Consultant, you will lead complex, high-touch client data implementation projects and design scalable solutions that transform and integrate portfolio data into Addepar. You will serve as a subject-matter expert across technical and business domains while driving internal innovation through automation, tooling, and best practices.

What you'll do

• Architect and execute data conversion projects to extract, transform, and load historical portfolio data from clients’ legacy systems into Addepar.
• Translate unique client requirements into flexible, sustainable workflows that enable accurate reporting and analysis.
• Manage multiple concurrent client engagements, prioritizing effectively and driving each to successful completion.
• Build or enhance internal tools, scripts, and frameworks that improve efficiency, data quality, and scalability across the team.
• Serve as a subject-matter expert for investment-related data and partner closely with Services, Sales, Product, and Engineering to deliver tailored client outcomes.
• Provide guidance and technical mentorship to peers, contributing to best practices and knowledge-sharing across the Data Solutions function.
• Identify and lead opportunities to streamline, automate, and improve delivery processes and workflows.

What you'll need

• Minimum 5+ years of experience in technology, finance, or consulting.
• A strong record of leading complex data or financial system integration projects.
• Experience with Python, including hands-on experience manipulating large datasets, building ETL pipelines, or automating data workflows.
• Deep domain knowledge in investment management, including a strong understanding of diverse asset classes such as equities, fixed income, derivatives, and alternatives, financial instruments, and portfolio accounting principles.
• Significant hands-on experience working with investment data sources, including security master files, transaction and pricing data, and market data feeds.
• Exceptional communication skills with the ability to translate technical concepts into business outcomes.
• Ability to operate as a creative problem-solver with ownership and accountability in ambiguous environments.
• Ability to work effectively across teams and functions to deliver measurable impact.
• Highly organized and detail-oriented, with a continuous focus on improving efficiency and scale.
• Ability to thrive in a fast-paced environment with evolving priorities and global stakeholders.

Nice to have

• Experience in post-sales activities.

Details

• Location: Bengaluru, India.
• This is a senior individual contributor position.
• Applicants must have legal authorization to work in the country where this role is based on the first day of employment.
• Visa sponsorship is not available for this position.
• The role works closely with colleagues across the U.S., U.K., and other global offices.